MACQUARIE ADVISER SERVICES
Financial planning
Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Financial planning
An increased focus on direct investments, particularly from self-managed super fund (SMSF) clients, has led Instreet Investment to target the acquisition of private clien...
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Superannuation
Macquarie Bank has expanded its offering into the SMSF arena, announcing this week the launch of an SMSF property loan intended to provide direct exposure to residential ...
Financial planning
Macquarie Bank has enhanced its web-based services to assist SMSFs and other clients by providing online access to 10 years worth of clients' Macquarie Cash Management Ac...
Superannuation
David Shirlow explains how to use insurance to address SMSF property investment liquidity....
Financial planning
The environment around SMSFs is changing fast and the forthcoming Money Management Masterclass is designed to help those dealing with change....
Financial planning
The environment around SMSFs is changing fast and the forthcoming Money Management Masterclass is designed to help those dealing with change....
Superannuation
David Shirlow outlines key developments in the alignment of tax and superannuation law with respect to insurance held inside super funds....
Superannuation
Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...
Financial planning
While the proposed Future of Financial Advice changes and their potential impact on financial advisers remain the hot topic, there is another acronym - TOFA - which deser...
Financial planning
Macquarie Financial Services Group remains on the lookout for acquisitions and partnerships....
Life/Risk
Macquarie Adviser Services has welcomed recently issued income tax regulations that clarify the extent to which super fund trustees can claim tax deductions for life and ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...